First 7 Calls organizer

Before any call

Parent’s full name and date of birth.
Your relationship and whether the office can speak with you.
Diagnosis or appointment date, if known.
Current next appointment, if known.
Medication list, if available.
Insurance or coverage card, if relevant.
One clear reason for the call.
Three questions to ask.
A place to write names, dates, reference numbers, and next steps.

Choose a call type

One at a time — whichever fits today.

1. Diagnosing Clinic or Specialist Office

Confirm the best follow-up contact route.
Ask whether a next appointment is scheduled.
Ask what to bring or gather.
Write down the office, person, date, and next step.
Route diagnosis, treatment, medication, and safety questions to qualified clinicians.

Your notes for this call

Don’t enter full records, ID numbers, account numbers, passwords, or anything urgent. Notes stay in this browser, and only persist if “Save on this device” is on.

After any call

Care90 Companion helps you organize information and prepare questions. It does not provide medical, legal, financial, insurance, benefits, provider, facility, emergency, diagnostic, or treatment advice. Verify decisions with the qualified professionals whose job it is.

If you need a fuller first-90-days system, Care90 expands this into a calmer way to organize paperwork, appointments, questions, and family coordination. See the Care90 book →

You’re using the free First 7 Calls organizer. The full Care90 Companion will bring all twelve of the book’s guided first-90-days tools together — appointment-prep, family coordination checklists, and a weekly sweep. Join the Companion waitlist →

First 7 Calls organizer

Before any call

Choose a call type

1. Diagnosing Clinic or Specialist Office

2. Primary Care Doctor or Care Coordinator

3. Pharmacy or Medication List Source

4. Insurance, Member Services, or Billing Contact

5. Legal or Estate Planning Professional

6. Family or Helper Coordination Call

7. Community Resource, Social Worker, Care Navigator, or Local Support Organization

After any call